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Ellsworth Advisors’s Triumph Financial Inc TFIN Stock Holding History

Ellsworth Advisors’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,280
Closed -$629K – 163
2021
Q4 		$629K Sell
5,280
-12
-0.2% -$1.44K 0.23% 75
2021
Q3 		$530K Buy
5,292
+334
+7% +$26.7K 0.24% 77
2021
Q2 		$368K Buy
+4,958
New +$422K 0.18% 114

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ellsworth Advisors's TFIN Position: Q1 2022 in Review

Ellsworth Advisors sold out of Triumph Financial Inc (TFIN) in Q1 2022, closing a stake of 5,280 shares — an estimated $629K sold.

Ellsworth Advisors first reported a position in TFIN in Q2 2021 and held it in 3 quarters. The position peaked at $629K in Q4 2021. 172 funds tracked by Wall St. Rank hold TFIN as of Q1 2022.

  • Ellsworth Advisors reported no remaining Triumph Financial Inc position as of Q1 2022 after selling out during the quarter.
  • Ellsworth Advisors sold 5,280 Triumph Financial Inc shares in Q1 2022, an estimated $629K.
  • Ellsworth Advisors first reported a position in Triumph Financial Inc in Q2 2021 and held it in 3 quarters.
  • Ellsworth Advisors's Triumph Financial Inc position peaked at $629K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2022.

Based on Ellsworth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.